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Openness, transparency drawing investors to robo-advisers over Wall Street banks
FINTECH JUL 30, 2015
Openness, transparency drawing investors to robo-advisers over Wall Street banks

CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests

By Bill Harris
OPINION JUL 30, 2015
Analyzing Hillary Clinton's capital gains proposal

If the presidential candidate believes long-term capital gains should be rewarded because they will spur economic growth, she should seek to lower rates, not raise them.

By MFXFeeder
MLPs yield headaches for advisers who bought them for income
ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

By Trevor Hunnicutt
ETFS JUL 30, 2015
Pimco's brand takes a hit by advisers in wake of Gross exit but still ranks among top firms

New research finds the firm that Bill Gross built, then left, lost some favor with advisers over the last year. <i>(Don't miss the <a href=&quot;http://www.investmentnews.com/gallery/20150720/FREE/720009999/PH&quot; target=&quot;_blank&quot;>Top 10 most trusted mutual fund companies</a>.)</i>

By Trevor Hunnicutt
BROKER DEALERS JUL 30, 2015
Five broker-dealer execs no longer at Cetera

Top managers from First Allied and J.P. Turner have left the sprawling Cetera Financial Group broker-dealer network, with 9,600 registered reps and financial advisers. Whether the exits are part of a broader reorganization is unclear.

By Bruce Kelly
It's time to take a close look at your bond portfolio
RETIREMENT PLANNING JUL 29, 2015
It's time to take a close look at your bond portfolio

<i>Breakfast with Benjamin</i> We all know a rate hike is coming, and ignoring it is not a plan &amp;mdash; so the time is now to look at bond allocations.

By Jeff Benjamin
INDUSTRY NEWS JUL 29, 2015
These people often get a car insurance break while others pay a penalty

Many insurers factor marital status into pricing, a new study finds.

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
What you may not have realized about debt

Owing money can be both deadly and lucrative. Here's how to tell the difference.

By Bloomberg
RETIREMENT PLANNING JUL 29, 2015
Feeling retirement stress? Some products offer guaranteed income stream

While not for everyone, Americans need a better understanding of annuities and other products that can provide them with steady income in retirement.

By Amy Podzius
RETIREMENT PLANNING JUL 29, 2015
Looking to buy a home? How you can win a bidding war without having the most cash

Polish your letter-writing skills and start kissing up to the sellers. Pie, anyone?

By Bloomberg
LPL Financial CEO Mark Casady says firm close to finish line with fines and settlements
BROKER DEALERS JUL 29, 2015
LPL Financial CEO Mark Casady says firm close to finish line with fines and settlements

Chief executive Mark Casady says the firm has &quot;couple things left to go&quot; before enforcement actions resolved.

By Bruce Kelly
Federal Reserve could offer clues to rate hike at this week's meeting
FIXED INCOME JUL 29, 2015
Federal Reserve could offer clues to rate hike at this week's meeting

With Janet Yellen widely expected to hold policy steady at this week's meeting, Fed watchers looking to the central bank's statement on Wednesday for clues on liftoff.

By Bloomberg
PRACTICE MANAGEMENT JUL 29, 2015
Let the client decide how to communicate

If your firm doesn't offer alternatives to face-to-face meetings, now is the time to draw up a game plan.

By MFXFeeder
PRACTICE MANAGEMENT JUL 29, 2015
Liquidity restrictions haunt money-market funds

As investors hunt for yield and security, money-market fund managers detail their changes.

By Trevor Hunnicutt
RETIREMENT PLANNING JUL 28, 2015
Crashing commodity prices will give the Fed one more reason to not raise rates

<i>Breakfast with Benjamin</i>: Crashing commodity prices are real, and the result might be another delay to the Fed's rate hike.

By Jeff Benjamin
Securities class-action suits decline again as market volatility eases
REGULATION AND LEGISLATION JUL 28, 2015
Securities class-action suits decline again as market volatility eases

Number of cases and size of firms involved continues to fall but that doesn't necessarily mean there is less fraud

By Barry B. Burr
Under regulatory pressure, Voya restricts sales of more variable annuities
RETIREMENT PLANNING JUL 28, 2015
Under regulatory pressure, Voya restricts sales of more variable annuities

Voya Financial Advisors has restricted sales of variable annuities for the second time in two months, as the brokerage firm faces increased pressure from regulators questioning the suitability of the products for retirement savers.

By Trevor Hunnicutt
New study says 'buy term, invest the difference' is bunk when it comes to life insurance
RETIREMENT PLANNING JUL 28, 2015
New study says 'buy term, invest the difference' is bunk when it comes to life insurance

Standard advice leaves many Americans underinsured and unprepared for retirement.

By Mary Beth Franklin
INDUSTRY NEWS JUL 28, 2015
Search your attic: Some rare collectibles outperform stocks and bonds

From movie posters and Hermes Birkin handbags to Apple 1 computers and Nobel Prize medals, these tangible alternative investments score big.

By Bloomberg
IRA ALERT JUL 28, 2015
Consider a Roth IRA to supercharge your college-saving efforts

The popular retirement vehicle has several advantages over a traditional 529 plan in many cases.

By Ed Slott